Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Marietta, GA | Hauppauge, NY | Gloucester, MA | |
|---|---|---|---|
| Assets under management | $193M | $202.7M | $202.6M |
| Asset growth, last 2 years | +34% | −88% | +38% |
| Advisory staff | 3 | 5 | 2 |
| Individual clients | 308 | 199 | 101 |
| Assets per client | $626K | $1M | $2M |
| Clients per advisor | 103 | 40 | 51 |
| Main custodian | Schwab | American Trust Custody | Fidelity |
| Filing with the SEC since | 2020 | 2012 or earlier | 2020 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 3 | 5 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Wickham Financial & Insurance Services: Schwab · Cfm Advisors Inc: American Trust Custody · Wernau Asset Management: Fidelity